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Release 24.8.0

· 9 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • ability to favorite payees
  • most used and favorite payees appear at the top of the payee autocomplete results
  • resizable side navigation
  • experimental goal templates: long term goal template support
  • experimental spending report: adding last month as an option for the primary graph

Docker tag: 24.8.0

Actual​

Features​

Enhancements​

  • #2717 Explicitly ask when reconciling transactions on manual import — thanks Wizmaster
  • #2814 Shows favourite and up to the top 5 most frequently used payees in the payee dropdown menu in a section at the top. — thanks qedi-r
  • #2834 Reapply rules to split transactions when the parent changes — thanks jfdoming
  • #2928 API: add getBudgets() method to list all local/remote budgets. — thanks psybers
  • #2980 Add PWA shortcut actions — thanks julianwachholz
  • #2982 Add apostrophe-dot (Swiss) number format — thanks julianwachholz
  • #3012 Add long term goal type template — thanks youngcw
  • #3017 Moved budget type toggle to the settings page — thanks MatissJanis
  • #3022 Expose bank sync account data ('account_id' and 'official_name') in AQL. — thanks psybers
  • #3028 Add mergePayees method to the API — thanks matt-fidd
  • #3029 Perform bank sync in same order as accounts shown in sidebar. — thanks psybers
  • #3032 Dim hidden income category rows. — thanks psybers
  • #3045 Enhanced Autocomplete sorting, Payees tab filter, and Schedules tab filter for languages with accents / diacritics. — thanks nullscope
  • #3049 Include more information in payee of split parent — thanks jfdoming
  • #3056 Add payee auto capitalization when creating on mobile — thanks JukeboxRhino
  • #3061 Add additional keyboard hotkeys. — thanks psybers
  • #3100 Added Keyboard Shortcuts Reference to the Electron Help menu — thanks MikesGlitch
  • #3112 Add a save button to Spending report so you can keep filter settings between sessions — thanks carkom
  • #3117 Adding a "+1" to custom reports to indicate that the current month toggle is on. — thanks carkom
  • #3123 Add a goal information tooltip to the balance on the budget table — thanks matt-fidd
  • #3132 In spending report - adding last month as an option for the primary graph — thanks carkom

Bugfix​

  • #2818 Fix Net Worth amounts being clipped when over 5 characters — thanks sreetamdas
  • #2832 Fix number format preference not being used for graphs — thanks sreetamdas
  • #2898 Bank sync: fix account with new transactions highlight disappearing if multiple consecutive accounts are synced. — thanks MatissJanis
  • #2903 Use Unicode-aware database queries for filtering and searching. — thanks dymanoid
  • #2924 Disable interactivity on preview status icons — thanks jfdoming
  • #2943 Fix the carryover arrow display for mobile and desktop views. — thanks dymanoid
  • #2956 Fix: Warning modal was not showing a second time. — thanks psybers
  • #2960 Fix time display of backup on Electrons "Load Backup" modal — thanks MikesGlitch
  • #2968 Fix: editing transactions on mobile not going back. — thanks psybers
  • #2973 Fix exporting split transactions to CSV by including top-line transactions and noting the split. — thanks wdpk
  • #2981 Fix number parsing with and remove unsupported "space-dot" format — thanks julianwachholz
  • #2983 Removed broken update functionality and "About" screen for Electron app — thanks MikesGlitch
  • #2990 Assign schedule to both transactions if schedule is a transfer — thanks joel-jeremy
  • #3001 Moves "Rename" to first item in Category + Category Group menus. Adds debounce to sidebar animation. — thanks YusefOuda
  • #3007 Fix alignment of reports — thanks JukeboxRhino
  • #3008 Fix cover modal title. — thanks joel-jeremy
  • #3009 Fix datepicker closing when trying to edit a date filter — thanks MatissJanis
  • #3011 Fix apply template resetting the goals on already set categories — thanks youngcw
  • #3019 Fix payee creation for long names on narrow screens — thanks JukeboxRhino
  • #3037 Fix the position of the separator in the operator menu when editing a rule — thanks ctozlowski
  • #3046 Fixes the alignment of notifications in mobile view — thanks YusefOuda
  • #3062 Increase the font-weight of the mobile category label to match the value totals — thanks JukeboxRhino
  • #3073 Fix rules in mobile transaction entry — thanks joel-jeremy
  • #3080 Update running balances width to display large numbers. — thanks psybers
  • #3082 Fix running balances thick header. — thanks psybers
  • #3084 Fix "?" crashing on budget selection page. — thanks psybers
  • #3086 Fix crash on CAMT.053 imports with missing ValDt — thanks simonschmidt
  • #3092 Correctly dismiss pop-over when using the copy last month's budget feature — thanks sleepyfran
  • #3113 Updated Fly.io link in README to point to correct section of documentation. — thanks reecerunnells
  • #3127 Fix issue with schema in updateReports function that was using insert instead of update — thanks carkom
  • #3131 Fix menus auto closed when clicked element on top of the menu — thanks joel-jeremy
  • #3133 Fix the Data Dir Location picker not showing on the Settings page when running in Electron. — thanks MikesGlitch
  • #3135 Fixes spending card that doesn't show the correct difference number. — thanks carkom
  • #3142 Add missing :hover cursor to the new Button component. — thanks MatissJanis
  • #3143 Add missing underline to links. — thanks MatissJanis
  • #3146 Fix Button2 isDisabled prop. — thanks joel-jeremy
  • #3147 Add backdrop for Modal2 component. — thanks joel-jeremy
  • #3149 Fix missing error handling in rules modal. — thanks MatissJanis
  • #3151 Fix plain-text SimpleFin link in error message. — thanks MatissJanis
  • #3153 Fix the "Enter" shortcut not saving on "Cover Overspending" popup — thanks MikesGlitch
  • #3158 Fix local playwright html reporter config. — thanks joel-jeremy
  • #3160 Remove focus outline from modals. — thanks MatissJanis
  • #3161 Allow modal content to be vertically scrollable. — thanks MatissJanis & MikesGlitch
  • #3168 Fix input fields overflowing while adding split transactions — thanks wnklmnn
  • #3169 Fix budget type toggle not working the first time — thanks YusefOuda

Maintenance​

  • #2721 Move bank sync payee name normalization from actual to actual-server — thanks matt-fidd
  • #2828 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.10) — thanks MatissJanis
  • #2880 Refactoring desktop-electron package to use typescript — thanks MikesGlitch
  • #2904 Use react-aria-components's Button as base of the builtin Button component. — thanks joel-jeremy
  • #2905 Refactor Select component to stop using @reach/listbox dependency. — thanks MatissJanis
  • #2913 Use new react-aria-components based Button on settings and rules page. — thanks joel-jeremy
  • #2914 Use new react-aria-components based Button on accounts and payees page. — thanks joel-jeremy
  • #2916 Use new react-aria-components based Button on management components. — thanks joel-jeremy
  • #2918 Use new react-aria-components based Button on modals. — thanks joel-jeremy
  • #2942 Remove the broken Trafico pull request review triggers. — thanks twk3
  • #2946 Port finance modals to react-aria-components Modal. — thanks joel-jeremy
  • #2978 Update Electron menu to use typescript — thanks MikesGlitch
  • #2995 Update Electron server file to use typescript — thanks MikesGlitch
  • #3000 Cleanup desktop app filenames to prep for download page — thanks youngcw
  • #3014 Remove unused files from Electron app — thanks MikesGlitch
  • #3015 Improve Electron Mac build to target "Universal" for better performance on Apple Silicon — thanks MikesGlitch
  • #3023 Remove Trafico workflow in favour of our new GitHub bot — thanks twk3
  • #3026 Migrate BudgetList to Typescript — thanks tcrasset
  • #3027 Updated Electron window-state file to use typescript — thanks MikesGlitch
  • #3058 Add pre-commit hook for improved dev-x. — thanks MatissJanis
  • #3066 Updated security.js and preload.js to Typescript and fixed Theme not setting correctly when set via dev console — thanks MikesGlitch
  • #3101 Update README with starting fresh and migration guides. — thanks joel-jeremy
  • #3104 Delete unused user preferences. — thanks MatissJanis
  • #3105 Upgrade yarn to v4.3.1 — thanks MatissJanis
  • #3106 Add repository activity image to README and update some information in the README — thanks MatissJanis
  • #3107 CI workflow for pinging PRs that have been in the "WIP" state for a week without an update. — thanks MatissJanis
  • #3144 Unit tests: improve the reliability of unique ids. — thanks MatissJanis

Actual Server​

Enhancements​

  • #389 Add Fortuneo GoCardless Integration — thanks tcrasset
  • #396 Add easybank GoCardless Integration — thanks neuos
  • #401 Added GoCardless Integration for ING (Romania) — thanks spideraxal

Bugfix​

  • #385 Update URL to log into SimpleFIN. — thanks psybers & iffy
  • #388 Remove obsolete "version" from docker compose statement to prevent WARN message to end user. — thanks wdpk
  • #391 Add SEB Card Accounts to bank adapter to flip payment and deposit when importing — thanks craigmdennis
  • #397 Fix SimpleFIN blank payee introduced in #353 — thanks duplaja
  • #405 Modified GoCardless Integration for ING (Romania) so that the notes field will be updated once a transaction gets booked. — thanks spideraxal
  • #406 Fix date calculation in Nationwide bank handler — thanks matt-fidd
  • #407 Fix mBank Retail (Poland) Integration issue. Changed accessValidForDays from 180 to 179. — thanks vrozaksen

Maintenance​

  • #353 Move bank sync payee name normalization from actual to actual-server — thanks matt-fidd
  • #386 Prettify GoCardless Integration documentation — thanks tcrasset
  • #390 Remove the Trafico GitHub workflow — thanks twk3
  • #400 Fix verify script which runs yarn lint and yarn types — thanks djm2k
  • #402 Obfuscate password when login the login header — thanks rodriguestiago0
  • #403 Upgrade yarn to v4.3.1 — thanks MatissJanis